Gateway Financial Partners

At Gateway Financial Partners, located at 121 Samson Rock Dr #2E, Madison, CT 06443, we specialize in guiding individuals, families, and businesses in the New Haven area toward achieving their financial aspirations. With 30 years of experience in the financial services industry, I bring a comprehensive understanding of the financial landscape to my role as a financial advisor. My career has encompassed roles as a financial advisor, sales manager, producing sales manager, and wholesaler, culminating in my return to direct client service in 2017.

Our team is dedicated to helping clients define their financial priorities and develop tailored strategies to achieve their goals. We employ a three-pronged approach focused on client-centered service, individually tailored strategies, and fostering long-lasting relationships. This methodology ensures that we provide personalized, attentive service and create customized financial plans that address each client's unique needs and objectives.

Beyond our professional commitments, we are actively involved in the community. I am a Rotary member, serve on the Alzheimer’s Association New Haven Walk Committee, and manage my daughter’s hockey team, the Yale Youth Hockey Bulldogs. Originally from Philadelphia, I have made Connecticut my home for nearly 30 years, residing along the Connecticut shoreline with my wife and two children. At Gateway Financial Partners, we are passionate about leveraging our extensive experience and commitment to service to help clients navigate their financial futures with confidence.